Alexa Giesbrecht
Meadow Lake
Summary
Hard-working individual dedicated to exceeding goals through financial and customer service skills in a fast-paced financial institution. Trained in project and time management with extensive knowledge of products/services, excellent troubleshooting and communication skills, and proven multitasking abilities.
Overview
8
8
years of professional experience
Work History
Consumer Advisor
Innovation Federal Credit Union
04.2022 - Current
- Developed strong relationships with members, resulting in increased repeat business and referrals.
- Implemented cross-selling techniques that led to increased revenue generation from existing members.
- Navigated through multiple systems and tools and researched, comprehended and delivered solutions to customers promptly.
- Prioritized efficient time management meeting tight deadlines multitasking while consistently providing exceptional customer service.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
- Originated, reviewed, processed, closed, and administered customer loan and mortgage proposals.
- Monitored loan repayments and followed up on delinquent accounts, minimizing non-performing assets.
Support Services Analyst
Innovation Federal Credit Union
05.2021 - 04.2022
- Reviewed, processed and disbursed consumer loans
- Managed follow-up communications with lenders to ensure timely error correction to improve member satisfaction
- Collaborated with cross-functional teams to identify opportunities for process improvement and increased efficiency.
- Improved internal knowledge sharing by developing comprehensive documentation outlining standard operating procedures for various tasks.
Member Advisor
Innovation Federal Credit Union
04.2018 - 05.2021
- Maintained updated knowledge of internal processes and industry best practices to optimize service delivery.
- Provided high-level customer service through friendly approach, strong professionalism and timely assistance with customer transactions.
- Assisted high volume of customers each day and remained poised and professional even in high-stress situations, busy environment and when dealing with irate individuals.
- Identified sales opportunities and referred members to branch partners in financial services.
- Answered telephone inquiries on banking products including checking, savings, loans and lines of credit.
- Trained new tellers in processes and procedures for financial institution, answering questions and providing guidance.
Camp Counsellor
Bethel Gospel Camp
07.2017 - 09.2017
- Collaborated with other camp counselors to design fun and enriching learning activities for campers.
- Instructed participants on activities' goals, procedures and safety considerations to promote beneficial outcomes for all campers.
- Kept accurate records on participants' activity attendance, disciplinary actions and medication usage to improve camper documentation.
- Delivered first aid for accidents and injuries in compliance with established procedures to promote campers' well-being and health.
Summer Student
Innovation Federal Credit Union
07.2016 - 09.2016
- Directed incoming calls to internal personnel and departments, routing to best-qualified department.
- Collected, sorted, distributed and sent mail and packages.
- Assisted customers with setting up or closing accounts, deposits, withdrawals, debit cards, manager's trust/certified cheques and signing up for new services.
- Built and strengthened customer relationships by leveraging excellent interpersonal and communication skills.
Education
Bachelor of Commerce - Business
University of Saskatchewan
Saskatoon, SKHigh School Diploma -
Carpenter High School
Meadow Lake, SKSkills
- Excellent time management
- Problem-solving
- Ability to work in fast-paced environment
- Multitasking abilities
- Attention to detail
- Effective communication
Timeline
Consumer Advisor
Innovation Federal Credit Union
04.2022 - Current
Support Services Analyst
Innovation Federal Credit Union
05.2021 - 04.2022
Member Advisor
Innovation Federal Credit Union
04.2018 - 05.2021
Camp Counsellor
Bethel Gospel Camp
07.2017 - 09.2017
Summer Student
Innovation Federal Credit Union
07.2016 - 09.2016
Bachelor of Commerce - Business
University of Saskatchewan
High School Diploma -
Carpenter High School
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